Our Estate Planning Process
Step One: The Initial Consultation
We offer prospective estate planning clients a complimentary initial consultation for general estate planning. Peterson Estate Planning will spend one to two hours with clients. After listening to our clients' needs, plans and goals, we will generally make some estate planning recommendations. Peterson Estate Planning will quote a flat fee for design, drafting and implementation of the plans.
Step Two: The Design Meeting
During this meeting, Peterson Estate Planning helps the client design a customized estate plan that will meet the client's specific needs, plans, and goals. Peterson Estate Planning collects all necessary information to execute the plan and the first half of the payment for services.
Step Three: Review and Sign the Documents
A follow-up meeting to sign documents and begin implementation of the plan will be scheduled about a week after the design meeting. This meeting may be quite lengthy, as we will thoroughly explain the planning documents to the client, and to their family members if necessary. We will also explain how to fund trusts and provide instructions on how to complete this process. The second half of the fee is collected.
Step Four: Ongoing Client Care
We do not consider the signing of the documents as just the final part of a legal transaction. In fact, we strive to build lasting relationships with our clients. Through our firm's Client Care Program we keep our clients informed of changes that could affect their planning and maintain a secure storage of your estate planning, legal, and financial records in order to maintain your estate plan to meet your ever changing estate planning goals. We also encourage our clients to call our office when they have a question concerning any aspect of their estate planning.
We offer prospective estate planning clients a complimentary initial consultation for general estate planning. Peterson Estate Planning will spend one to two hours with clients. After listening to our clients' needs, plans and goals, we will generally make some estate planning recommendations. Peterson Estate Planning will quote a flat fee for design, drafting and implementation of the plans.
Step Two: The Design Meeting
During this meeting, Peterson Estate Planning helps the client design a customized estate plan that will meet the client's specific needs, plans, and goals. Peterson Estate Planning collects all necessary information to execute the plan and the first half of the payment for services.
Step Three: Review and Sign the Documents
A follow-up meeting to sign documents and begin implementation of the plan will be scheduled about a week after the design meeting. This meeting may be quite lengthy, as we will thoroughly explain the planning documents to the client, and to their family members if necessary. We will also explain how to fund trusts and provide instructions on how to complete this process. The second half of the fee is collected.
Step Four: Ongoing Client Care
We do not consider the signing of the documents as just the final part of a legal transaction. In fact, we strive to build lasting relationships with our clients. Through our firm's Client Care Program we keep our clients informed of changes that could affect their planning and maintain a secure storage of your estate planning, legal, and financial records in order to maintain your estate plan to meet your ever changing estate planning goals. We also encourage our clients to call our office when they have a question concerning any aspect of their estate planning.